Float vs OnePlan

Float turns data from connected accounting software into rolling cash flow forecasts for finance teams. It offers weekly and 13-week views, plus monthly forecasts that extend up to three years on Growth and Scale. Users can adjust income and costs, model scenarios and estimate new-hire costs before committing. Float shows invoices and bills with expected payment dates based on when clients actually pay. Its current accounting integrations are Xero and QuickBooks Online; a direct Sage Intacct connection is described as coming soon. Float does not connect directly to banks: bank transaction data comes through the connected accounting platform. Data syncs every 24 hours, with manual sync also available. Teams can comment on budget lines, invoices, bills and payments, tag colleagues and receive mention notifications. Admin, Editor and Viewer roles govern access. Float lists encryption in transit and at rest, multi-factor authentication, role-based access and independent auditing to the UK government-backed Cyber Essentials standard. The web service has no free plan; pricing starts at $105/mo (annual), with a 14-day trial. Essentials forecasts up to 12 months; Growth and Scale cover 36 months.

OnePlan is a cloud platform connecting strategy, resources, financials, and execution. It brings portfolios together to help organizations prioritize work and avoid duplication. Financial planning provides real-time visibility into planned versus actual spending and supports CapEx and OpEx management. Teams can plan capacity, balance workloads, allocate people, and compare portfolio scenarios against goals, budgets, and available staff. OnePlan supports agile, waterfall, and hybrid work planning. Its Sofia GPT assistant helps create plans, summarize reports, answer portfolio questions, and automate tasks. Integrations include Microsoft 365, Dynamics 365, Azure DevOps, Aha!, Asana, Jira, Microsoft Planner, and Microsoft Project. Android and iOS apps include task, timesheet, conversation, and insights access. OnePlan is hosted in Microsoft Azure, with availability in regions including the USA, Canada, Australia, and Amsterdam. It is paid, with a free trial that typically lasts seven days. Basic costs $10 a month billed annually, with a three-user minimum; Professional costs $30 a month billed annually, also with a three-user minimum.